Design builds and weekly routes in one system
CRM for landscaping companies
One off installs and recurring maintenance contracts on the same customer record, with crews scheduled by route, invoices raised from the contract and the seasonal upsell reminders that fill the calendar.
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JobBoard: the landscaping companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the landscaping companies demo on its own page.
Who this is for
Built for landscaping companies
Landscaping, lawn care and grounds maintenance companies with 2 to 15 crews, running a mix of design and build projects and weekly or monthly maintenance, who are scheduling on paper and invoicing from memory.
Recurring contracts that schedule and bill themselves
A weekly mow or monthly garden contract generates its visits for the season, assigns them to a route and raises the monthly invoice, so the office is not rebuilding the calendar every Sunday night.
Route scheduling by crew
Visits are grouped by area and day, ordered for drive time, and crews see their route on a phone with the property notes. Skipped visits due to weather are rescheduled in a click.
Estimates for design and build work
Materials, plants and labour priced from your list, with photos and a plan attached. Approved estimates become projects with a crew schedule.
Seasonal upsells on autopilot
Aeration, cleanups, mulching, irrigation start up and shut down offered to the right customers at the right time by email or text, with one tap acceptance.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Lead
- Site visit
- Estimate or contract sent
- Signed
- Scheduled
- In progress or on route
- Invoiced
- Renewal due
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- QuickBooks or Xero
- Google Maps routing
- Google Calendar
- Twilio SMS
- Stripe or GoCardless for recurring payments
- Weather alerts
Questions we get asked
How much does a landscaping CRM cost?
A landscaping CRM with estimates, recurring contracts, route scheduling, crew phone view and accounting sync is typically 8,900 to 13,900 US dollars fixed, delivered in five to seven weeks. A lead and estimate tracker starts at 4,900. Crew logins are free because there are no per-user fees.
Can it handle recurring maintenance billing?
Yes. Each contract carries its services, frequency, season and price. Visits are generated for the season, completed visits are logged by the crew, and invoices are raised weekly, monthly or per visit as the contract states, then synced to QuickBooks or Xero. Card or direct debit payment can be collected automatically.
Does it do route optimisation?
Visits are grouped by day and crew and ordered to reduce drive time using Google Maps distances. It is not a full fleet routing engine, but for most landscaping companies it removes the hour a week spent ordering stops by hand, and crews get turn by turn links from their phone.
What do crews see on their phone?
Today's route in order, each property's notes, gate codes and photos, the services due at that stop, a checklist to complete, photo capture for before and after, and a button to flag an issue such as a broken sprinkler head or a failing tree, which reaches the office as a task to quote.
Tell us how your landscaping companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.